HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.98M
3
+$2.04M
4
GSIG icon
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
+$1.16M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$288K

Top Sells

1
+$2.77M
2
+$2.44M
3
+$1.37M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$506K

Sector Composition

1 Industrials 16.09%
2 Technology 15.41%
3 Healthcare 9.51%
4 Consumer Staples 8.59%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.61K ﹤0.01%
300
327
$7.06K ﹤0.01%
58
328
$6.96K ﹤0.01%
40
329
$6.5K ﹤0.01%
216
330
$6.03K ﹤0.01%
353
331
$5.63K ﹤0.01%
35
-5
332
$5.34K ﹤0.01%
25
333
$5.26K ﹤0.01%
105
334
$4.76K ﹤0.01%
35
335
$4.63K ﹤0.01%
1,450
336
$4.5K ﹤0.01%
300
337
$4.44K ﹤0.01%
8
+2
338
$4.39K ﹤0.01%
85
339
$4.34K ﹤0.01%
119
+33
340
$4.07K ﹤0.01%
10
-9
341
$4.03K ﹤0.01%
42
342
$3.97K ﹤0.01%
20
+3
343
$3.89K ﹤0.01%
50
344
$3.83K ﹤0.01%
376
345
$3.81K ﹤0.01%
51
+8
346
$3.61K ﹤0.01%
720
347
$3.58K ﹤0.01%
5,000
348
$3.51K ﹤0.01%
4
349
$3.44K ﹤0.01%
39
350
$3.33K ﹤0.01%
43
12 13
14
15 16